Renata Osei-Bonsu

Staged disclosure protects your secrets while capturing the competitor premium.

Tax planning makes the sale proceeds function as their retirement income.

Most owners treat their company as retirement fund, emergency fund, and net worth all at once.

Most Canadian advisors rely on relationships and diligence tools, not AI to find buyers.

Multiple escrow pools in LMM deals cost sellers far more than headline numbers suggest.

A succession crisis looms as Canadian business owners exit without buyers prepared to step in.

Most sellers regret losing identity and purpose, not the price they accepted.

Half of all founder exits are involuntary, driven by health crises you can prevent.

How earnout structures shift risk to lower middle market sellers in roughly a third of deals.

The binding clauses in an LOI favor buyers while price stays negotiable.

How to structure a CIM so buyers compete for your deal.

Artificial intelligence is expanding the pool of potential buyers that sellers actually see.